SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $203,000 | +14.0% | 6,296 | +3.0% | 0.02% | -6.2% |
| Q4 2018 | $178,000 | -17.6% | 6,110 | +0.8% | 0.02% | -11.1% |
| Q3 2018 | $216,000 | -2.3% | 6,062 | -0.9% | 0.02% | -10.0% |
| Q2 2018 | $221,000 | -5.6% | 6,120 | -4.6% | 0.02% | -9.1% |
| Q1 2018 | $234,000 | +0.4% | 6,414 | +0.7% | 0.02% | -4.3% |
| Q4 2017 | $233,000 | +2.2% | 6,369 | -0.0% | 0.02% | -8.0% |
| Q3 2017 | $228,000 | +10.7% | 6,372 | +4.0% | 0.02% | +4.2% |
| Q2 2017 | $206,000 | +7.3% | 6,126 | -0.1% | 0.02% | -11.1% |
| Q1 2017 | $192,000 | +2.7% | 6,131 | -4.4% | 0.03% | -3.6% |
| Q4 2016 | $187,000 | -6.5% | 6,413 | -1.0% | 0.03% | -9.7% |
| Q3 2016 | $200,000 | +8.1% | 6,478 | +0.9% | 0.03% | 0.0% |
| Q2 2016 | $185,000 | -4.6% | 6,420 | -4.3% | 0.03% | -8.8% |
| Q1 2016 | $194,000 | +1.6% | 6,711 | +1.2% | 0.03% | -5.6% |
| Q4 2015 | $191,000 | – | 6,633 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |